I don’t care if Google was kicked out of China. Google still is a fast growing company, which is doing great now and which will do terrific if companies get back on advertising spending as the economy picks up.

Google is growing Revenue up 23% year on year, Earnings up 37%, has 26B cash, about 15% of its market cap.

Blackberry is a great phone and is great for E-mail, Calendar and typing

Nokia sold great cell phones that work perfectly and are cheap to a Billion humans

If it was just cellphones or smartphones I’d:

immediately buy a big load of Research in Motion (RIMM) shares that are only priced 13 times forward earnings, 16 times current earnings. Cheap for a company which grew 40% last year and produces the only smartphone suitable for businesses and corporations.

or I’d get some shares of NOKIA (NOK), which is still World market leader, yields 5% dividends, is priced 0.8 times current sales and has Forward P/E supposed to be 13.

Compared to Apple’s and Google’s Forward P/E in the twenties and P/Sales over 5 times, NOK and RIMM look good.

What scares me about RIMM is the fact that we’re moving toward mobile computing. Computing needs even faster innovation than mobile phones or palms or smartphones.

I think Apple and Google will innovate their products at such a speed that they will become great usable tools before everybody else can figure out how to cope with them.

Google shares went up and down between $300 and $600 during last tumultuos 5 years. Thanks to my free stock strategy, several times I managed to buy low and sell high accumulatating 8 free Google shares worth about $5000.

Below the list of my buy and sell operations on GOOG shares. Everytime I managed to get all my money off the table, gain a few dollars and fill my chest of free GOOG shares.

It is hard to defeat the giant. Google, Apple, The Open Source communty, all claim that Microsoft is evil and that their products are better. Still I am Blogging from Windows PC, and chances are you’re reading me using Microsoft software. It is not easy to change people’s habbits and Miscroft has shown great ability to defends its core markets, while competing on new markets, like mobile devices, Internet services, Gaming… Things can change, but nobody has yet proven they can really hurt Microsoft

We, the people want cheap stuff. Snobs can still pay twice as much to get same CPU and same RAM on a Mac, but I am not going to throw all that money on a sleek design. Most of the 6 Billion people on this planet wouldn’t do so either. Developing countries are adopting Windows. They can’t afford Apple’s cool stuff. (more…)

On November 16, 2007 I posted on this Blog: “EBay, you don’t fool me! Everybody is selling because EBay posted losses for the first time since 1999… There is just a little detail: those losses don’t exist! Those losses were written by someone on some piece of paper to fool someone else.”

In March 2008 Ebay reached -33%, losing a third of their value since October

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In today's global capitalistic society, proletarians can count more by investing the few dollars they have in the right stock, than voting. The single vote counts less than a single dollar. Marx's "property of productive means" by proletarians can nowadays happen only trough smart investments